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Technology Stocks : Audio and Radio on the Internet- NAVR
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To: zurdo who wrote (7939)2/16/1999 6:49:00 PM
From: katmando  Read Replies (1) of 27722
 
Zurdo,

I agree with you. We have every reason to be optimistic. If one hasn't followed this story, then one should be scared silly. The late arrivals...they are late...are distractors. They seem to bring nothing but stray voltage to this thread.

I'm staying long on NAVR for the obvious reasons...can't time the tops and bottoms...can't risk being out when the rocket goes. NAVR and NetRadio (also VVTV??) are winners when the IPO happens. NAVR is a winner in the long run.

Moreover, at the last CCall, I remember management's discussion of AR and, more importantly, an initiative to move returns back to stockage in a fraction of time vis-a-vis current procedures. Mgmt claimed this project was nearly finished and would save $ mils (I vaguely remember a double digit figure). If true, this is big stuff if one knows anything about how inventory mgmt etc brings money to the bottom line.

I want NAVR to finish the spinoff. They hired a new CEO for NetRadio; he better be working weekends or he's toast if I'm working more than he is. More than that, I want NAVR's mgmt to clean up this company and make money.

By summer '99, this company better be clicking or mgmt is all smoke and mirrors. And, they will be punished by us when we dump this dog. I think they learned this lesson last summer. No more false starts. Do the IPO and fix the company or go out of business, declare Worthless Stock and our accountants will net our NAVR Cost Basis out of our taxes next year. No Big Deal. We move on.

Go NAVR.
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